Client Executive - Commercial Lines
The Client Executive - Commercial Lines position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity.Principal Duties and ResponsibilitiesResponsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunitiesProactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing.Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) partiesMain point of contact for select clients – review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnificationRelationship building with the client and the appropriate client team membersPrescribing , planning , and implementing appropriate risk management services for assigned accountsReview and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of businessPlanning, preparing and implementing stewardship meetings, where applicableProcess, delegate and/or oversee audits, proposals and policy checkingConduct all business in accordance with established policies and proceduresRegularly attends client meetings on or off siteOther duties as assignedQualifications5 - 7 years in commercial lines insuranceP&C License, requiredExceptional customer service and interpersonal skills, requiredSome college, a plus, not requiredStrong analytical aptitude and commitment to accuracyProficiency in Microsoft Office 365, required#MMAWest#LI-DNI